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Wording of a User groups and permission field should be changed to view only

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
John Michaels 7 months ago in Data Platform / Platform Improvements 0

Staff Calendar

Customer would like a staff calendar BAM 21197850 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Calendar / OL - Staff Check In & Timecard 0 Future consideration

Parent Interaction with Calendar

Would like an option for parents to subscribe to events and notify the center that they are attending or not BAM 24278110 requested this.
Kelly Kohlhagen 8 months ago in Online Ideas Workspace / OL - Calendar 0 Future consideration

Rename the Calendar - Event Planner

The calendar is a bit confusing and is not really a calendar. I would like to rename this Event Planner as that is what that is. We should have an actual calendar that they can schedule winter/spring break, etc. on and have this event calendar for...
Guest about 4 years ago in Online Ideas Workspace / OL - Calendar 0 Future consideration

Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook over 1 year ago in Data Platform / Power BI Report 0

SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins over 1 year ago in Data Platform / Defect/Bug 0 Planned

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest over 1 year ago in Data Platform / Power BI Report 0

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0

Add number of transactions to 15-month summary

TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned